I need to collect data on inventory levels based on multiple branching based on selections. | XM Community
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I need to collect data on inventory levels based on multiple branching based on selections.

  • December 23, 2021
  • 2 replies
  • 226 views
M

I've been working on this idea but can't seem to get it the last 100 feet. We have an inventory of office supplies and when people take something out, we want them to answer a survey that quickly gathers what items they have taken and updates those values in a list so that at any time we can review it and have an accurate reflection of how many are left of each item. In order to keep people doing the survey, it needs to be fast and efficient. In this vein, the survey is set up such that it will ask them a category of item and then branch more specifically to what they are taking. For example, if I wanted to take a single blue dry erase marker out, I would answer selecting dry erase markers, then blue, then type 1.
image.pngimage.pngimage.pngThe survey would then end without bothering me about any other items. Behind the scenes, it should update a list where the quantity of blue dry erase markers would go down by 1.
Working with an IT guy in my organization, I set up a contact list where each item has a fake email associated with it and we tried to work out the logic of it. It got to a point where it was mostly working. The issue we ran into is when someone selects multiple items, it only updates the last selection and subtracts all the entered values in the survey. For example, if I select red, green, and black dry erase markers and I take 1 of each, only black will be updated and it will go from 10 down to 7.

How do I get the survey to properly update each value?

2 replies

rondev
Level 6 ●●●●●●
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  • rondev
  • Level 6 ●●●●●●
  • December 25, 2021

We can add allow text entry to the Q18 options to capture number for each type. Then, we can either use web service call to for each selected items using branch logic in survey flow OR we can use custom JS to loop the web service call through the selected item.

Ron Dev (DM for any request. XM Technology Consultant, surveysolution.in)
M
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  • MFW
  • May 30, 2023

Dear OP,

I know that it has been a while since you posted, but I am attempting to make a food inventory system for my research lab and was hoping to go about it in the same way you have. 

Would you mind sharing how your IT department got your system up and running? A description would work, but I would also love to see a copy of the survey if you are alright with that so that I could mimic the survey flow and not reinvent the wheel.

Thanks for any help you can provide!

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